Lighthouse Financial Management
Finance · Rhode Island, United States · 1-10 Employees
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Overview
Headquarters
85 Beach St # D, Westerly, Rhode Island,...Phone Number
(401) 596-3392Website
www.lighthousefm.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
1
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About Lighthouse Financial Management
Lighthouse provides tax planning services that are designed to help our clients manage their tax liability and implement tax savings opportunities. Taxes are projected over multiple time periods to analyze the effect of proposed transactions. Portfolios are constructed and maintained to promote tax efficient asset class location, loss harvesting and long term capital gains. Individual income tax preparation is provided for clients by Lighthouse's affiliate firm, Stephen C. Poplaski, CPA, CFP®.Explore more
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Lighthouse provides tax planning services that are designed to help our clients manage their tax liability and implement tax savings opportunities. Taxes are projected over multiple time periods to analyze the effect of proposed transactions. Portfolios are constructed and maintained to promote tax efficient asset class location, loss harvesting an... Read More
